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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
726
Next Financial Group
Texas
$4.85M -$321K -13,102 -6%
CIP
727
Convergence Investment Partners
Florida
$4.85M -$6.52M -265,981 -58%
AOWM
728
Alpha Omega Wealth Management
Virginia
$4.85M +$680K +27,751 +17%
JFA
729
JNBA Financial Advisors
Minnesota
$4.85M +$4.46M +181,976 +2,002%
APA
730
American Portfolios Advisors
New York
$4.83M +$473K +19,303 +11%
CNBT
731
Canandaigua National Bank & Trust
New York
$4.83M +$203K +8,297 +5%
FTC
732
Farmers Trust Company
Ohio
$4.83M +$889K +36,292 +24%
HC
733
Hampstead Capital
United Kingdom
$4.82M -$84.3K -3,443 -2%
CIC
734
Cornercap Investment Counsel
Georgia
$4.81M +$130K +5,310 +3%
Envestnet Asset Management
735
Envestnet Asset Management
Illinois
$4.81M -$12.4M -507,218 -73%
MDCM
736
Morgan Dempsey Capital Management
Wisconsin
$4.79M -$176K -7,202 -4%
BIAS
737
Beacon Investment Advisory Services
New Jersey
$4.77M -$83.2K -3,396 -2%
LIM
738
Loudon Investment Management
New Hampshire
$4.75M +$1.14M +46,411 +33%
M
739
MOTCO
Texas
$4.71M -$2.38M -97,217 -34%
AC
740
Apertura Capital
Texas
$4.7M +$4.54M +185,360 New
NAM
741
NTV Asset Management
West Virginia
$4.69M +$522K +21,321 +13%
WIA
742
Wealthstreet Investment Advisors
Texas
$4.68M +$80.8K +3,297 +2%
H
743
HoyleCohen
California
$4.67M +$150K +6,141 +3%
NRS
744
Neville Rodie & Shaw
New York
$4.67M -$81.1K -3,311 -2%
SHCM
745
Stokes & Hubbell Capital Management
Louisiana
$4.67M +$325K +13,269 +8%
FWM
746
Frontier Wealth Management
Missouri
$4.65M +$161K +6,571 +4%
ZCA
747
Zeke Capital Advisors
Pennsylvania
$4.64M -$1.99M -81,431 -31%
SAM
748
Silvercrest Asset Management
New York
$4.63M -$787K -32,149 -15%
RCM
749
Riverhead Capital Management
Delaware
$4.63M +$233K +9,512 +5%
KRSITF
750
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.61M +$13.6K +554 +0.3%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.